Who Owns SCHWAB STRATEGIC TR (SCHI)? -- Institutional Holders (2026-06-30)
141 institutions reported holding $560.8M of SCHWAB STRATEGIC TR (SCHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RiverFront Investment Group, LLC ($192.1M), ENVESTNET ASSET MANAGEMENT INC ($163.8M), Bouchey Financial Group Ltd ($26.1M), WestHill Financial Advisors, Inc. ($14.8M), Charles Schwab Trust Co ($11.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RiverFront Investment Group, LLC | $192.1M | 8.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $163.8M | 7.2M | Added |
| 3 | Bouchey Financial Group Ltd | $26.1M | 1.2M | Trimmed |
| 4 | WestHill Financial Advisors, Inc. | $14.8M | 652,028 | Added |
| 5 | Charles Schwab Trust Co | $11.8M | 520,480 | Added |
| 6 | VAN STRUM & TOWNE INC. | $11.4M | 504,007 | Trimmed |
| 7 | White & Co Financial Planning Inc | $9.7M | 427,382 | Added |
| 8 | FF Advisors,LLC | $9.1M | 400,463 | Added |
| 9 | WT Wealth Management | $8.7M | 385,866 | Added |
| 10 | Kaizen Financial Strategies | $8.4M | 370,730 | Added |
| 11 | Systelligence, LLC | $6.9M | 306,397 | Added |
| 12 | Kestra Advisory Services, LLC | $6.9M | 305,466 | Added |
| 13 | Bank of New Hampshire | $5.6M | 247,289 | Added |
| 14 | TRUIST FINANCIAL CORP | $5.4M | 237,072 | Added |
| 15 | Prairiewood Capital, LLC | $5.2M | 231,821 | Added |
| 16 | Madden Advisory Services, Inc. | $5.1M | 224,990 | Trimmed |
| 17 | Seek First Inc. | $4.2M | 187,106 | Trimmed |
| 18 | RATIONAL ADVISORS, INC. | $4.2M | 184,358 | New |
| 19 | Atria Investments, Inc | $3.8M | 168,012 | New |
| 20 | Entelevest, LLC | $3.2M | 142,993 | Added |
| 21 | MFG WEALTH MANAGEMENT, INC. | $3.1M | 138,562 | Added |
| 22 | Concurrent Investment Advisors, LLC | $2.5M | 111,528 | Trimmed |
| 23 | CITIGROUP INC | $2.4M | 105,914 | Added |
| 24 | Citizens National Bank Trust Department | $2.2M | 95,812 | Added |
| 25 | Essex LLC | $2.0M | 89,747 | Added |
Source: SEC Form 13F filings · as of 2026-06-30